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Retirement Jobs in Seattle, WA (NOW HIRING)

CBIZ

Retirement Plan Sales Consultant

Bellevue, WA · Hybrid

The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional ...

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All JobsRetirement JobsRetirement Jobs in Seattle, WA

Retirement information

See Seattle, WA salary details

$35.9K

$71.4K

$113.9K

How much do retirement jobs pay per year?

As of Aug 17, 2026, the average yearly pay for retirement in Seattle, WA is $71,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,400.00 and $75,200.00 per year, depending on experience, location, and employer.

What is the difference between Retirement vs Pension Specialist?

AspectRetirementPension Specialist
CredentialsVaries; often includes financial or retirement planning certificationsTypically requires financial, actuarial, or pension-specific certifications
Work EnvironmentFinancial planning firms, retirement communities, or HR departmentsInsurance companies, pension funds, or consulting firms
Industry UsageBroadly used in personal finance and HR contextsSpecialized in pension plan management and consulting
Common Search/ComparisonRetirement vs Pension Specialist

While both roles relate to retirement planning, a Retirement professional offers broader financial advice for retirement, whereas a Pension Specialist focuses specifically on pension plan management and consulting. The Pension Specialist often has specialized certifications and works within pension funds or insurance companies, making their role more niche compared to the general retirement planning services provided by Retirement professionals.

What challenges might a retirement planner face when helping clients prepare for retirement?

Retirement Planners often encounter challenges such as addressing clients’ unrealistic expectations about retirement savings, navigating complex tax and investment regulations, and helping clients adapt to unexpected life changes. Building trust and communicating effectively are critical, as clients may have concerns about outliving their savings or making the right investment choices. Retirement Planners must stay current with industry trends and regulations to provide sound advice, and they frequently collaborate with other financial professionals to ensure a comprehensive retirement strategy.

What are the key skills and qualifications needed to thrive as a retirement planner, and why are they important?

To thrive as a Retirement Planner, you need a strong understanding of financial planning, investment strategies, and retirement regulations, often supported by a degree in finance or a related field and certifications like CFP or ChFC. Proficiency with financial planning software, portfolio management tools, and tax planning systems is essential. Excellent communication, empathy, and problem-solving skills help build trust and tailor plans to clients’ unique needs. These skills ensure clients receive sound, personalized guidance for achieving their retirement goals and long-term financial security.

What are retirement jobs?

Retirement jobs are employment opportunities that individuals pursue after reaching the traditional age of retirement, often to stay active, supplement their income, or explore new interests. These jobs can be part-time, flexible, or seasonal, and may be in fields that the individual is passionate about or wants to try for the first time. Common retirement jobs include consulting, tutoring, retail work, volunteering, and freelance roles. Many retirees choose these positions for social engagement, mental stimulation, and additional financial security.

What are the most commonly searched types of Retirement jobs in Seattle, WA?

The most popular types of Retirement jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Retirement jobs?

Cities near Seattle, WA with the most Retirement job openings:

Retirement jobs near you
Infographic showing various Retirement job openings in Seattle, WA as of August 2026, with employment types broken down into 67% Full Time, 27% Part Time, 1% Temporary, and 5% Contract. Highlights an 98% In-person, and 2% Remote job distribution, with an average salary of $71,372 per year, or $34.3 per hour.

Retirement Plan Sales Consultant

CBIZ, Inc.

Bellevue, WA • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 10 hours ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 22 rated bookkeepers and accountants

Job description


#LI-CM #LI-Hybrid
Responsibilities
We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.
The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.
Essential Functions and Primary Duties:
  • Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
  • Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
  • Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
  • Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
  • Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
  • Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
  • Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
  • Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
  • Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
  • Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.

Preferred Qualifications:
  • FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
  • 5+ years of experience in retirement plan sales, financial services, or a related field.
  • Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
  • Existing network of contacts within the business and institutional markets preferred.
  • Excellent presentation, negotiation, and relationship-building skills.
  • Self-motivated with the ability to work independently and meet sales goals.
  • Bachelor's degree in Finance, Business, or related field preferred.

Compensation & Benefits
  • Competitive base salary + uncapped commission structure
  • Comprehensive benefits package (health, dental, vision, 401(k), etc.)
  • Professional development support and industry training
  • Opportunity for career growth within a top 10 public accounting and financial services firm
  • Join our team and help businesses and institutions build strong financial futures for their employees.

Qualifications
Minimum Qualifications
  • High School Diploma or GED equivalent
  • Some relevant industry experience
  • Must obtain required licenses/credentials
  • Superior command of verbal, written, presentation, and negotiation skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Must be able to travel based on client and business needs

About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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